State Trust Legal

Bionic Capital, based in Irvine, CA, specializes in automated intelligent investing solutions that connect clients with top money managers from leading firms like JPMorgan and Invesco. The company offers a range of investment portfolios, including actively managed ETFs and fixed-income securities, designed to meet diverse financial goals while maintaining low annual fees. As a fiduciary firm, Bionic Capital prioritizes client needs by providing personalized portfolio reviews and ongoing support, ensuring that investors receive tailored financial advice. Their commitment to efficiency allows clients to benefit from expert management without the complexities associated with traditional investing. Generated from the website

Ross Katagiri Assoc 212 is a professional services firm based in Irvine, CA, specializing in providing strategic business solutions to clients. With a focus on innovation and efficiency, the company offers a range of services to help businesses navigate complex challenges and achieve their goals. Generated from their business information

We implement advanced tax planning strategies to approach wealth management proactively for year-round tax efficiencies of asset allocations for taxable, tax-deferred, and tax-favored investments. Our specialties are investment advisory, financial planning, retirement planning, business planning, estate planning, trust planning, complex insurance planning, tax planning, and trust and estate planning. Our focus in these areas reduces tax drag and enhances after-tax investment returns. Business hours on Saturday are by appointment only.